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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Stephen Locke (CRD# 1122385) is an Investment Advisor Representative working at First American National Investment Advisors, LLC in Cross Junction, VA and has over 34 years of experience in the finance industry. Stephen Locke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Alan Bloomingdale (CRD# 849309) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Cross Junction, VA and has over 38 years of experience in the finance industry.
Stuart Allen (CRD# 1829040) is an Investment Advisor Representative working at Planmember Securities Corporation in Winchester, VA and has over 27 years of experience in the finance industry. Stuart Allen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
John Bauserman (CRD# 1140325) is an Investment Advisor Representative working at Bauserman Financial Services, Inc. in Winchester, VA and has over 34 years of experience in the finance industry. John Bauserman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Herald Bennett (CRD# 2317754) is an Investment Advisor Representative working at Bfc Planning, Inc. in Charles Town, WV and has over 25 years of experience in the finance industry. Herald Bennett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
John Clawson (CRD# 5151697) is an Investment Advisor Representative working at Waddell & Reed in Winchester, VA and has over 11 years of experience in the finance industry. John Clawson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Blaine Dunn (CRD# 1307909) is an Investment Advisor Representative working at Dunn Financial Advisors, LLC in Winchester, VA and has over 33 years of experience in the finance industry. Blaine Dunn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Kristina Dunn (CRD# 4505389) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Cumberland, MD and has over 15 years of experience in the finance industry. Kristina Dunn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Robin Foreman (CRD# 1529728) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Cumberland, MD and has over 31 years of experience in the finance industry. Robin Foreman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.